How can we help?

Search for answers to your questions by entering keywords below, or look through our knowledge base.

How to Add Lead Notes Through the Follow-Up Window

Follow

Method 2 

This method is especially well suited for personalizing follow-ups to each individual prospect or member. Additional notes can also be added on the Follow-Up Window. These notes will store directly to the Lead Notes section on the member profile.  

Note:This article discusses the Lead Notes section found on member profiles, but does not outline the steps to locate it. For help locating Lead Notes, click here.

1.

The Follow-up Window, located on the right side of the dashboard, displays all pending prospect and member follow-ups. Select the ‘Follow-Up’ button of the desired profile.

                                                                 

> Follow-Up

2.

All notes saved to the profile’s Lead Notes are displayed on the right side of the Follow-Up Window. Team members can quickly assess a prospect or member’s information before performing the follow-up.

                                   

All three methods of follow-ups (call, email, text) include a ‘Notes’ text box where additional notes can be logged.

                                    

Once the follow-up is completed, any new notes will immediately be stored in the 'Lead Notes' section on the member profile (as shown below).

                 

 

> Input Notes > Complete Follow-Up

 

Method 3 - How to Add Lead Notes Through the Direct Contact Window >

Was this article helpful?
0 out of 0 found this helpful

Comments